+1,770.3%
SMCI vs COR
+406.5%
+1,363.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.2% | +7.1% | +7.3% |
| 7D | +1.3% | -2.8% | +4.1% | +1.6% |
| 30D | +6.6% | +2.6% | +4.1% | +6.3% |
| 3M | +25.4% | +14.5% | +11.0% | +22.9% |
| 6M | +26.1% | -7.8% | +34.0% | +27.4% |
| YTD | +37.0% | -4.2% | +41.2% | +36.5% |
| 1Y | -8.8% | +7.0% | -15.8% | -11.8% |
| 3Y | +44.6% | +85.5% | -40.9% | +16.5% |
| 5Y | +995.9% | +181.2% | +814.7% | +657.4% |
| All | +1,770.3% | +406.5% | +1,363.9% | +995.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded COR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling